Jefferies Financial Group Inc.
JEF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000096223
In the last 90 days, Jefferies Financial Group Inc. insiders filed 1 open-market purchase and 0 sales; 590 institutions reported holding it in 13F filings for Q2 2026, worth $6.83B in total; superinvestors Berkshire Hathaway and Chou Associates hold it.
13F holders, Q4 2025
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 597
- +39 vs. Q3 2025
- Shares held
- 147.7M
- +3.53M (+2.4%) vs. Q3 2025
- Total value
- $9.16B
- −$239.1M (−2.5%) vs. Q3 2025
- New holders
- 107
- 192 more added
- Sold out
- 68
- 201 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JEF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 590 | $6.83B |
| Q1 2026 | 561 | $5.89B |
| Q4 2025 | 597 | $9.16B |
| Q3 2025 | 570 | $9.44B |
| Q2 2025 | 557 | $7.89B |
| Q1 2025 | 564 | $7.64B |
| Q4 2024 | 584 | $12.0B |
| Q3 2024 | 534 | $8.94B |
| Q2 2024 | 493 | $6.76B |
| Q1 2024 | 480 | $5.74B |
| Q4 2023 | 475 | $5.22B |
| Q3 2023 | 439 | $4.80B |
| Q2 2023 | 429 | $4.50B |
| Q1 2023 | 464 | $4.69B |
| Q4 2022 | 471 | $5.20B |
| Q3 2022 | 423 | $4.51B |
| Q2 2022 | 428 | $4.35B |
| Q1 2022 | 473 | $5.46B |
| Q4 2021 | 505 | $6.48B |
| Q3 2021 | 474 | $6.34B |
| Q2 2021 | 433 | $5.85B |
| Q1 2021 | 451 | $5.16B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 5,342 | $331.0K | 0.01% | −81−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,373 | $333.0K | 0.00% | −472−8.1% | Reduced |
| M.E. Allison & Co., Inc. | 5,400 | $334.6K | 0.23% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,402 | $334.8K | 0.02% | +5,402 | New |
| R Squared Ltd | 5,427 | $336.3K | 0.16% | +2,172+66.7% | Added |
| North Dakota State Investment Board | 5,434 | $336.7K | 0.01% | +5,434 | New |
| Shelton Capital Management | 5,447 | $337.6K | 0.01% | −383−6.6% | Reduced |
| MKT Advisors LLC | 5,275 | $340.2K | 0.12% | 00.0% | Unchanged |
| Atria Investments LLC | 5,549 | $343.9K | 0.00% | −563−9.2% | Reduced |
| BFSG, LLC | 5,550 | $343.9K | 0.03% | +26+0.5% | Added |
| Waddell & Associates, LLC | 5,581 | $345.9K | 0.02% | +5,581 | New |
| Whitener Capital Management, Inc. | 5,615 | $348.0K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,631 | $349.0K | 0.00% | −256−4.3% | Reduced |
| Evolve Private Wealth, LLC | 5,793 | $359.0K | 0.02% | +5,793 | New |
| Advisory Services Network, LLC | 5,875 | $364.1K | 0.01% | +65+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,528 | $366.3K | 0.01% | −330−5.6% | Reduced |
| PFG Investments, LLC | 5,962 | $369.5K | 0.02% | +32+0.5% | Added |
| Quent Capital, LLC | 5,994 | $371.5K | 0.03% | +224+3.9% | Added |
| Searle & Co. | 6,000 | $371.8K | 0.10% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $371.8K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 7,864 | $373.0K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 6,039 | $374.2K | 0.03% | +1,698+39.1% | Added |
| Greenleaf Trust | 6,049 | $374.9K | 0.00% | +61+1.0% | Added |
| Bridgefront Capital, LLC | 6,070 | $376.2K | 0.09% | +1,096+22.0% | Added |
| Vise Technologies, Inc. | 6,084 | $377.0K | 0.01% | +1,387+29.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,107 | $378.0K | 0.00% | +480+8.5% | Added |
| Aspiriant, LLC | 6,149 | $381.1K | 0.01% | +76+1.3% | Added |
| Mirabella Financial Services LLP | 6,258 | $387.8K | 0.04% | +6,258 | New |
| First National Bank of Omaha | 6,200 | $388.9K | 0.01% | +6,200 | New |
| Maple Capital Management, Inc. | 6,316 | $391.4K | 0.02% | −133−2.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,382 | $395.5K | 0.01% | +336+5.6% | Added |
| Caerus Investment Advisors, LLC | 6,465 | $400.6K | 0.13% | +6,465 | New |
| ProShare Advisors LLC | 6,618 | $410.1K | 0.00% | −400−5.7% | Reduced |
| Boothbay Fund Management, LLC | 6,633 | $411.0K | 0.01% | +6,633 | New |
| Vident Advisory, LLC | 6,644 | $411.7K | 0.00% | −2,793−29.6% | Reduced |
| CIBC Asset Management Inc | 6,649 | $412.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,690 | $414.6K | 0.01% | −544−7.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,737 | $417.5K | 0.00% | −12,333−64.7% | Reduced |
| Canada Pension Plan Investment Board | 6,800 | $421.4K | 0.00% | +6,800 | New |
| Cooper Financial Group | 6,870 | $425.7K | 0.05% | +47+0.7% | Added |
| Journey Strategic Wealth LLC | 6,939 | $430.0K | 0.01% | +1,013+17.1% | Added |
| Verdad Advisers, LP | 7,009 | $434.3K | 0.50% | +7,009 | New |
| Atomi Financial Group, Inc. | 7,090 | $439.4K | 0.01% | +115+1.6% | Added |
| Sterling Capital Management LLC | 7,113 | $440.8K | 0.01% | −98−1.4% | Reduced |
| HighPoint Advisor Group LLC | 7,244 | $448.9K | 0.01% | −454−5.9% | Reduced |
| Swiss Life Asset Management Ltd | 7,287 | $451.6K | 0.00% | +72+1.0% | Added |
| Havemeyer Place LP | 7,423 | $460.0K | 0.09% | +7,423 | New |
| Boston Trust Walden Corp | 7,500 | $464.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,510 | $465.4K | 0.01% | −110−1.4% | Reduced |
| Crewe Advisors LLC | 7,546 | $467.6K | 0.04% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,568 | $469.0K | 0.15% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $471.0K | 0.02% | −285−3.6% | Reduced |
| Wilkerson Advisory Group LLC | 7,658 | $474.6K | 0.17% | +7,658 | New |
| Skopos Labs, Inc. | 7,587 | $475.6K | 0.02% | +7,587 | New |
| Copley Financial Group, Inc. | 7,760 | $480.9K | 0.30% | +7,760 | New |
| Ethic Inc. | 7,838 | $485.7K | 0.01% | −689−8.1% | Reduced |
| Hilltop Holdings Inc. | 7,982 | $494.6K | 0.03% | +1,768+28.5% | Added |
| Carmel Capital Partners, LLC | 7,987 | $495.0K | 0.17% | −15−0.2% | Reduced |
| Arnhold LLC | 8,000 | $495.8K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,034 | $500.6K | 0.01% | +3,885+93.6% | Added |
| Winton Group Ltd | 8,100 | $502.0K | 0.02% | +8,100 | New |
| Maryland State Retirement & Pension System | 8,158 | $505.6K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 8,225 | $509.7K | 0.05% | +8,225 | New |
| Tectonic Advisors LLC | 8,340 | $516.8K | 0.03% | +2,028+32.1% | Added |
| Meeder Advisory Services, Inc. | 8,379 | $519.2K | 0.02% | +679+8.8% | Added |
| Warren Averett Asset Management, LLC | 8,510 | $527.3K | 0.00% | +4,893+135.3% | Added |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $536.2K | 0.11% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 8,750 | $542.2K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,848 | $548.3K | 0.01% | +8,848 | New |
| Evergreen Capital Management LLC | 8,855 | $548.7K | 0.01% | +3,207+56.8% | Added |
| Shay Capital LLC | 9,000 | $557.7K | 0.09% | +2,000+28.6% | Added |
| Sylvest Advisors, LLC | 9,180 | $568.9K | 0.30% | −1,722−15.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,257 | $573.7K | 0.01% | −713−7.2% | Reduced |
| Truist Financial Corp | 9,264 | $574.1K | 0.00% | −3,844−29.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,420 | $583.8K | 0.00% | −246−2.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,432 | $584.5K | 0.07% | −94−1.0% | Reduced |
| Umb Bank N A | 9,457 | $586.0K | 0.01% | +607+6.9% | Added |
| Brown Financial Advisors | 9,707 | $601.5K | 0.22% | +9,707 | New |
| Cinctive Capital Management LP | 10,000 | $619.7K | 0.04% | −51,021−83.6% | Reduced |
| Lynx Capital Group Ltd | 10,000 | $619.7K | 0.28% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,078 | $624.6K | 0.00% | +3,533+54.0% | Added |
| Kestra Advisory Services, LLC | 10,209 | $632.6K | 0.00% | +10,209 | New |
| United Capital Financial Advisers, LLC | 10,215 | $633.0K | 0.00% | +6,319+162.2% | Added |
| Equitable Trust Co | 10,365 | $642.3K | 0.03% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 10,499 | $650.6K | 0.06% | +10,499 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 10,607 | $657.3K | 0.54% | +10,607 | New |
| Krilogy Financial LLC | 10,464 | $658.9K | 0.02% | +5,331+103.9% | Added |
| Storebrand Asset Management AS | 10,645 | $659.7K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 10,646 | $659.7K | 0.01% | +10,646 | New |
| M&T Bank Corp | 10,830 | $671.1K | 0.00% | −19,771−64.6% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $680.9K | 0.34% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,019 | $683.0K | 0.15% | −10,971−49.9% | Reduced |
| Simmons Bank | 11,178 | $692.7K | 0.05% | +1,643+17.2% | Added |
| Connable Office Inc | 11,200 | $694.1K | 0.06% | 00.0% | Unchanged |
| KWMG, LLC | 11,239 | $696.5K | 0.06% | −1,240−9.9% | Reduced |
| Crossmark Global Holdings, Inc. | 11,503 | $712.8K | 0.01% | −571−4.7% | Reduced |
| Daiwa Securities Group Inc. | 11,626 | $720.0K | 0.00% | +4,299+58.7% | Added |
| Toroso Investments, LLC | 11,860 | $735.0K | 0.00% | +6,252+111.5% | Added |
| Evercore Wealth Management, LLC | 11,963 | $741.3K | 0.01% | −1,790−13.0% | Reduced |
| Securian Asset Management, Inc | 12,026 | $745.3K | 0.03% | −317−2.6% | Reduced |